Branch Signal Evidence Triage
Help teams turn messy branch signals, conversations, and local events into decision-ready calls—without getting seduced by polished noise.
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Workflow Visualization
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Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow catches “confident wrong” decisions before they happen. When someone brings a branch metric, conversation summary, or attribution claim, the assistant first tries to answer using your Knowledge Base (definitions, metric specs, known caveats). If the request is more judgment-heavy, it routes the person into a short set of decision-shaped checklists.
The result is practical: the user leaves with a clear next step (what to verify, what to ignore, what to compare, and what usually breaks first) or gets handed off to an ops/analytics owner when the situation needs human judgment.
Key features
- Knowledge Base first, routing second: quick answers for known definitions and metric rules, with a clean escalation path.
- Decision-shaped menu covering trust, dirty signals, automation vs. judgment, branch comparisons, and signal culture.
- Built-in “polished noise” warnings: prompts users to validate provenance, timing, and incentives before believing a number.
- Fast handoff for high-stakes or ambiguous cases to an Analytics Ops department.
Step-by-step
- User Input starts the workflow when someone shares a question or claim about branch signals.
- Knowledge Assistant attempts to answer from your Knowledge Base (and falls back to routing if the KB can’t confidently resolve it).
- Pick what you’re deciding presents a button menu so the user can choose the type of decision risk they’re facing.
- Based on the selection, the workflow sends one of the following playbooks:
- Which branch numbers deserve trust: a practical checklist for metric provenance, denominator games, and “too-clean” trendlines.
- Spot dirty signal before the meeting: fast tests for missingness, lag, selection bias, and narrative-first summaries.
- Automation vs. judgment: rules of thumb for when to trust automated scoring and when to force human review.
- Comparing branches & attribution: what teams routinely misread when branch contexts differ.
- Build a signal culture: lightweight operating habits that create decisions, not slide decks.
- If the user picks Escalate to Analytics Ops, the workflow hands off with a clear message.
Setup requirements
- No external credentials required.
- (Recommended) A maintained Calypso Knowledge Base covering: metric definitions, data sources by branch, known reporting lags, attribution rules, and standard caveats.
- (Optional) An internal handoff destination named Analytics Ops (or rename the department in the workflow).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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